Kevin Whisenant is an advisor at Tencap Wealth Coaching with Series 63 and Series 65 credentials and three years of industry experience. He has been involved with Whisenant Financial Services Inc. since 2001 as an owner and insurance agent. Outside of advisory work, he is also the owner of The KC7NMW Trust. Tencap Wealth Coaching provides investment advice and planning services to individuals, corporations, and retirement plans, managing discretionary portfolios tailored to client objectives and risk tolerances. The firm employs third-party models and co-advisory arrangements, offering comprehensive financial planning and retirement plan consulting.

Gregory Hawkins is a financial advisor with Wealth Management CPAs, LLC in Salt Lake City, UT, holding a Series 65 license and two years of industry experience. He has operated his own law practice, Gregory P. Hawkins PC, since 2002, where he serves as owner and attorney. Wealth Management CPAs provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity. The firm employs a variety of investment strategies and utilizes sub-advisors for portions of portfolio management.

Michael Riley is a CFP® with 28 years of industry experience and currently serves as an advisor at Coign Capital Advisors LLC. His prior roles include positions at Allegis Investment Securities and Navigate Private Wealth LLC. Outside of financial advising, he is involved with private equity holdings in companies focused on automotive accessories and outdoor retail, and he coordinates umpire activities for a youth baseball league in Utah. Coign Capital Advisors serves individual and high-net-worth clients, as well as trusts, pension plans, and business entities, offering discretionary asset management, financial planning, and pension consulting. The firm employs four proprietary portfolio models tailored to client risk tolerance and supplements these with customized positions, using a range of investment techniques and third-party managers as appropriate.

David Bunnell is a financial advisor at Navigate Private Wealth, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 65 license. Outside of his advisory role, he works as a craps dealer at company parties on a part-time basis. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm provides portfolio management, financial planning, and consulting services, using a blend of quantitative optimization, technical analysis, and model-driven risk-tolerance bands in its investment approach.

C Richard Hopkins is a financial advisor at TrueNorth Wealth with nine years of industry experience and a Series 65 credential. He concurrently serves as President of C. Richard Hopkins, MD PC, where he works as a physician. TrueNorth Wealth serves individual and high-net-worth clients, including physicians and business owners, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, utilizing asset allocation and portfolio construction strategies tailored to client needs.

Scott Cheshire is an investment advisory representative with Financial Network Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with several firms including Cetera Wealth Services and Cetera Advisor Networks. Outside of advisory work, he is a member of the ENRG Layton Hills networking group, where he conducts weekly meetings and supports chapter growth. Financial Network Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines fundamental analysis with advanced planning tools and often utilizes sub-advisors to manage client portfolios.

Courtland Adams is a financial advisor at Coign Capital Advisors LLC in Draper, UT, holding a Series 65 designation with seven years of industry experience. He previously worked at Mountain America Credit Union from 2015 to 2018 before joining Coign Capital Advisors, where he has been since 2018. Coign Capital Advisors serves individuals, trusts, pension plans, and businesses by offering discretionary asset management, financial planning, and consulting services. The firm utilizes four proprietary model portfolios tailored to client risk tolerance and combines fundamental and technical analysis, with access to alternative investments and customized satellite positions.

James Hawker is a CFA® charterholder with five years of industry experience. He is currently an advisor at Drive Wealth Advisers and serves as Chief Investment Officer at Crabb Financial LLC, the parent company of Drive Wealth Advisers. Prior to joining Drive Wealth Advisers, he worked at J.P. Morgan Securities, JPMorgan Chase Bank, Zions Bank, and Wells Fargo Securities. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers a range of investment strategies and emphasizes customized, goals-based asset allocation with ongoing monitoring and formal account reviews.

Eric Halvorsen is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Physician Wealth Advisors, Inc. since 2013. The firm primarily serves members of the Utah Medical Association, their families, and related entities, focusing on physician practices and associated plans. Physician Wealth Advisors offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments. Their investment approach emphasizes strategic asset allocation, broad diversification, periodic rebalancing, and tax-aware loss harvesting, with a client service model that includes ongoing portfolio monitoring and educational resources under ERISA/IRC fiduciary standards.

Koby Glazier is a financial advisor with New Millennium Group, holding a Series 65 designation and one year of industry experience. Prior to joining the firm in 2023, he worked for Questar Gas (Dominion Energy) for 27 years. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process that emphasizes broad asset allocation, security selection, and risk management, utilizing tools like Riskalyze and incorporating equities, ETFs, debt securities, and third-party managers as appropriate.

Adam Cook is a financial advisor with Everspire in Midvale, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at MHL Investments, Lionshare Financial Group, and Global View Capital Management. Outside of finance, he is involved in the entertainment sector through music performance and recording with The Nogusman, LLC. Everspire provides investment advisory and wealth management services to individuals, families, trusts, and institutions, utilizing diversified portfolios and third-party managers. The firm integrates technology, including AI-enabled tools, while maintaining human oversight, and offers services such as discretionary portfolio management and retirement-plan consulting.

Taylor Wagner is a financial advisor at Interwise with a Series 66 designation and five years of industry experience. His prior work includes roles at Chauner Securities, Valued Wealth Advisors, Vonderharr Wagner Associates, Independent Financial Group, and KPMG. Outside of his advisory work, Wagner performs as a member of a band. Interwise serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm focuses on tailored, diversified portfolios and combines in-house management with third-party managers and alternative investments.

Jason Sterzer is a financial advisor with Elysium Wealth Management, LLC, based in South Jordan, Utah, and holds one year of industry experience. Prior to joining Elysium, he spent nine years with the Utah Division of Securities. Outside of his advisory role, he provides legal counsel and representation to clients as an attorney at Pearson Butler. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies using both in-house oversight and research from sub-advisers, and supplements client service with educational seminars and publications.

James Franklin is a CFP® professional with four years of industry experience currently serving at Asset One Wealth Management, LLC. He previously worked at LPL Financial LLC and E*Trade Securities LLC, among other firms. Outside his advisory role, his background includes various positions across different industries, including involvement with Utah Valley University and event coordination for The Color Run. Asset One Wealth Management is an SEC-registered advisory firm that offers discretionary investment management, financial planning, and retirement plan consulting to a diverse client base. The firm emphasizes customized strategic asset allocation with a long-term buy-and-hold approach and provides family-office style coordination for clients with significant assets.

Jack Holmes is a financial advisor at Driven Investments LLC with one year of industry experience. He previously worked at Michael Sutter Company for three years and has held roles outside the financial industry, including at Wasatch Golf Course. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven approach with a high client-to-advisor ratio and integrates a range of investment products including mutual funds, ETFs, equities, and structured notes.

Ralph Horne is a financial advisor with Elevated Capital Advisors, LLC and holds a Series 65 designation. He has four years of industry experience and has been involved with Eagle Ridge Advisors LLC since 2021. Additionally, he operates the Ralph C. Horne Agency, a life and disability insurance business, which he has owned since 2003. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, supported by third-party tools and a network of independent advisors.

Jill Floden is a financial advisor at Elysium Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at United Planners' Financial Services and Eide Bailly Advisors. Outside of her advisory work, she serves as the treasurer for the GUMC Foundation, a charitable organization. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies supported by both internal oversight and research from multiple sub-advisers, and supplements client service with educational seminars and publications.

Kevin Golding is a financial advisor with Elysium Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Elysium, he worked at Layton Construction and Flowserve Corporation and was employed by Tahitian Noni International for over two decades. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies that incorporate both in-house oversight and research from multiple sub-advisers.

Joseph Anderson is a financial advisor at North Capital with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining North Capital in 2020, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2010 to 2020. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach and combines technology integration with multi-family office services.

Jacob Martin is a financial advisor at Soulence Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Soulence Wealth Management II since 2026, following prior roles at CoreCap Advisors and Total Windows & Glass. In addition to his advisory work, Martin is a licensed insurance agent and is involved with Soulence Tax & Wealth Advisors. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and alternative investments as appropriate. The firm employs a combination of model portfolios, strategic and tactical asset allocation, and fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerances.